WEST LOS ANGELES, CALIF., (November 23, 2016) - EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $2.4 billion for clients as of September 30, 2016, has hired Patrick L. Kinney as financial advisor for its West Los Angeles office location.
“I’m excited to join such a rich client-centric culture like EP’s,” says Kinney. “Our goal is to create meaningful wealth for our clients – which means deeply listening to clients so that we can tailor a financial plan and investment strategy just for them.”
Kinney most recently was a vice president with the Churchill Management Group in Los Angeles. He is a former senior investment vice-president of Check Capital Management in Costa Mesa, California, and prior to that was an investment consultant for TD Ameritrade in Pasadena, California. Kinney acted as a financial advisor for Fidelity Investments and was a financial consultant at Strong Investments in Chicago. He also served as development director for the University of Illinois at Chicago Newman Center, in Chicago.
Kinney received his Masters of Business Administration in Finance from the University of Illinois at Chicago, and his Bachelor of Science in Economics, from Illinois State University.
“Patrick has a sophisticated understanding of investments and personal finance. And his even keel demeanor will help clients make prudent decisions—which is so important during these uncertain times,” says Brian Parker, CFP®, co-founder and managing director of EP Wealth Advisors based in Torrance, California. “He fits into our culture and we see a bright future for both him and the firm.”
About EP Wealth Advisors: EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth Advisors manages approximately $2.4 billion for clients as of September 30, 2016. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth was listed among the Top RIA Firms in 2015 by Financial Advisor magazine and in 2016 by Financial Planning magazine (This ranking is based on a firm's assets under management as reported on Form ADV. Firms eligible for this ranking must be independent registered investment advisors providing services to individual clients with at least 50 million in assets under management as of December 31, 2015). For more information, visit: www.epwealth.com.
Wealth management tips and news for all people